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① Discovery
We start with you. As we discover your goals and objectives, we look to build a foundation for your financial future.
② Financial Analysis
We offer complimentary financial planning for your individual needs, whether you’re still working or already retired, whether you’re single or married, or whether your financial situation is more or less complex, your individualized financial plan will help develop a clear financial path forward.
③ Will & Estate Review
We offer complimentary Will and Estate Consultation with our in-house legal team. Our lawyers will meet with you to identify any opportunities you have to structure your estate in an efficient and tax-effective manner. Your legal review will cover topics such as, updating your will, evaluating suitability of trust structures, naming your executor, conferring Powers of Attorney, and maximizing your family’s legacy and charitable gifts.
④ Insurance Review
Where needed, our Estate Planning Specialist will meet with you to determine the suitability and cost-effectiveness of several insurance strategies geared towards protecting your wealth and financial goals.
⑤ Investment Strategy
Leveraging our disciplined investment approach, our team takes on the complexities of portfolio management for you and specifically tailors your portfolio to meet your financial goals. With years of trusted advice, we look to build an investment strategy that meets your risk comfort level.
⑥ Investment Portfolio
We combine sophisticated investment planning tools and our Private Investment Management (PIM) platform to help you accumulate and invest your wealth. As we continue to actively manage your customized portfolio, we focus on your long-term objectives and rely on trusted strategies to ensure stability.
⑦ Ongoing Communication
As we progress towards your financial goals, we firmly believe that transparency and frequent communication are paramount to developing a long lasting relationship of trust with you.
⑧ Regular Reviews
We conduct regular reviews with you to ensure that we evolve your wealth management plan and investment strategy to meet your most current financial goals through every stage of your life.
